A new Goldman Sachs report finds Chinese component suppliers are in a “preemptive” phase, planning massive production capacity for a 2026 boom despite a current lack of large-scale orders.
Three of China''s top humanoid robotics companies—Unitree, Aelos Robotics (Leju), and Zhiyuan Robotics (AgiBot)—are all making significant moves to go public, signaling a new phase of capital-intensive competition for the industry.